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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
576
Bay Harbor Wealth Management
Maryland
$11K -$873K -17,174 -99%
EWM
577
Edge Wealth Management
New York
$7K -$1.08M -21,296 -99%
Millennium Management
578
Millennium Management
New York
$5.78K +$1.96M +38,475 +51%
SSB
579
Sandy Spring Bank
Maryland
$5K
UWM
580
USAdvisors Wealth Management
Minnesota
$2.91K +$30.2K +594 +1%
GWMIA
581
Global Wealth Management Investment Advisory
Florida
$2K
CI
582
CX Institutional
Indiana
$1K -$687K -13,522 -100%
WCG
583
Weaver Consulting Group
California
$1K
FCA
584
FinTrust Capital Advisors
South Carolina
$165
Jane Street
585
Jane Street
New York
-$103M -2,024,259 Closed
AIM
586
Astor Investment Management
Illinois
-$40.9M -805,507 Closed
Citadel Advisors
587
Citadel Advisors
Florida
-$30M -591,978 Closed
SFI
588
SPC Financial Inc
Maryland
-$4.58M -90,297 Closed
SIA
589
Strategic Investment Advisors
Michigan
-$4.29M -84,587 Closed
DFG
590
DWM Financial Group
Illinois
-$3.62M -71,396 Closed
HKIM
591
Hayek Kallen Investment Management
Alabama
-$3.53M -69,515 Closed
OWA
592
Outlook Wealth Advisors
Texas
-$3.29M -64,949 Closed
LSA
593
L & S Advisors
California
-$3.12M -61,500 Closed
Susquehanna International Group
594
Susquehanna International Group
Pennsylvania
-$3.1M -61,168 Closed
APC
595
Aspire Private Capital
North Carolina
-$2.12M -41,859 Closed
TA
596
TCG Advisors
Texas
-$1.72M -33,841 Closed
NL
597
NWAM LLC
Washington
-$1.51M -29,780 Closed
PWS
598
Paragon Wealth Strategies
Florida
-$1.09M -21,536 Closed
VWM
599
Venturi Wealth Management
Texas
-$822K -16,208 Closed
OMC
600
Old Mission Capital
Illinois
-$795K -15,665 Closed

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.